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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
51
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.61B +$1.41B 9 4.21% Increased
52
National Pension Service
National Pension Service
South Korea
$2.6B -$52.7M 5 2.46% Reduced
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.49B -$58.2M 13 1.66% Reduced
54
Principal Financial Group
Principal Financial Group
Iowa
$2.44B +$177K 17 1.33% Increased
55
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.42B +$153M 22 2.34% Increased
56
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.31B -$34.5M 27 2.7% Reduced
57
VOYA Investment Management
VOYA Investment Management
Georgia
$2.13B -$285M 22 2.22% Reduced
58
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$2.08B -$12.4M 29 4.39% Reduced
59
ClearBridge Investments
ClearBridge Investments
New York
$2.05B -$91M 11 1.66% Reduced
60
Neuberger Berman Group
Neuberger Berman Group
New York
$1.87B +$116M 14 1.49% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.87B -$28.2M 27 2.51% Reduced
62
Marshall Wace
Marshall Wace
United Kingdom
$1.78B -$321M 25 2.14% Reduced
63
Millennium Management
Millennium Management
New York
$1.73B +$170M 30 0.85% Increased
64
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.71B +$332M 11 1.64% Increased
65
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.67B +$167M 7 2.92% Increased
66
Artisan Partners
Artisan Partners
Wisconsin
$1.64B +$150M 7 2.47% Increased
67
Peconic Partners
Peconic Partners
New York
$1.64B -$96.5M 1 66.78% Reduced
68
Janus Henderson Group
Janus Henderson Group
$1.63B +$275M 22 0.83% Increased
69
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.61B -$10.4M 18 1.74% Reduced
70
Jane Street
Jane Street
New York
$1.57B -$764M 35 0.34% Reduced
71
NMO
Newlands Management Operations
Texas
$1.52B $0 1 9.57% Maintained
72
LPL Financial
LPL Financial
California
$1.5B +$118M 29 0.61% Increased
73
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.48B +$544M 18 1.08% Increased
74
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.41B +$9.76M 18 2.68% Increased
75
First Trust Advisors
First Trust Advisors
Illinois
$1.4B +$234M 22 1.24% Increased